Jingwen Sun is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill, Sun held roles at Bank of America, New York Life, and several other companies in various capacities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Hoe is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of his advisory role, Hoe serves as CFO and Treasurer for the Friends of Nigeria Basketball Foundation, a charitable organization based in Menlo Park, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Sara Alaei is a financial advisor at Merrill in Cupertino, CA, holding a Series 66 designation with seven years of industry experience. Her prior work includes roles at Bank of America and Wells Fargo. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eileen Bader is a financial advisor at Charles Schwab with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Merrill and UBS Financial Services. Since 2021, she has been with Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios supported by centralized operational and supervisory arrangements.

John Lehr is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Heath Strasser is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Fidelity Investments, Advisors Asset Management, Inc., and American Funds Distributors, Inc. He is based in Sunnyvale, CA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides centralized custody and order-routing services.

Vincent Andrighetto is a financial advisor at UBS Financial Services with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2019. Prior to joining UBS, he held roles at Apple Inc. and was involved with various small businesses including wineries and bakeries. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources.

Akgaukhar Nuskabayeva is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC, Thrivent Financial, and VTB Capital. Outside of finance, she is an owner and partner of a home kitchen bakery called Bread For Joy LLP. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party databases to support diversified portfolio strategies.

Ron Fetsch is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding a Series 63 license and 40 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2024. Outside of his advisory work, he owns and operates a sod farm and serves on the board of a homeowners association in Lahaina, Hawaii. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Aileen Low is a financial advisor with Edward Jones in Los Altos, CA, holding the CFP® designation and Series 63 and 66 licenses. She has 26 years of industry experience, including 27 years with Edward Jones. Outside of her advisory work, she is involved in commercial and residential real estate property ownership. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Aayush Kumar is a Financial Consultant who collaborates closely with clients to understand their financial goals and develop customized plans to help achieve them. He emphasizes building ongoing relationships with clients and their families to implement sound financial strategies aligned with their expectations. He has professional experience as a Planning Consultant at Fidelity Investments from 2024 to 2025 and as a Financial Planner at Prudential Insurance Company of America from 2019 to 2024. Aayush holds a California Insurance License. Outside of his professional work, Aayush has personal interests in comedy, cooking and baking, movies, music, and running.

Nancy Knight is a financial advisor at LPL Financial with 19 years of industry experience. She has been with LPL Financial since 2012 and holds the Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with access to model portfolios, research, and various investment strategies.

Patrick Sweeney is a financial advisor with UBS Financial Services in Palo Alto, CA, holding a Series 66 designation and eight years of industry experience. He has prior experience with firms including Edward Jones, Bank of America, Merrill Lynch, Hilltop Securities, and Morgan Stanley. Outside of his advisory role, he is actively involved in youth lacrosse coaching and mentorship, serving in leadership positions with several local lacrosse organizations. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering tailored financial plans based on proprietary research and model-based asset allocation.

Shareen Jafri is a financial advisor with Wells Fargo Clearing in Mountain View, CA, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Jafri serves on the board of the Munawar Foundation, where she participates in directing and investing funds for education, food, and clean water initiatives. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven advisory services grounded in modern portfolio theory. The firm’s investment approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Ziqi Wong is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Ziqi provides comprehensive wealth management strategies tailored to address the financial needs of individuals and multigenerational families. Their practice includes customized portfolio construction, retirement planning, and estate planning aimed at preserving, growing, and transferring wealth with precision. Ziqi serves as a long-term strategic partner, guiding clients through various stages of their financial journey. Utilizing resources from Merrill and Bank of America, Ziqi offers tailored investment insights, risk management, and legacy planning to help clients achieve financial stability and confidence. Ziqi holds a Bachelor's Degree from the University of California System and a Master's Degree from Cornell University. Additionally, Ziqi has earned the Personal Investment Advisor (PIA) designation.

Jessica Peters is a financial advisor at Morgan Stanley with the Series 66 designation and less than one year of industry experience. Her work history includes roles at Morgan Stanley Private Bank, N.A., and Morgan Stanley, as well as prior employment outside the financial sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on structured financial planning and diverse investment solutions.

Javier Perez is a ChFC® and Series 63 credentialed advisor with 42 years of industry experience. He is currently with OSAIC Wealth, Inc., having joined in 2024, and previously worked at Massachusetts Mutual Life Insurance Company and Ameritas Life Insurance Corp., among others. Perez also serves as an associate director offering legal membership services with Legal Shield. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct portfolios that include a variety of investment types and management options.

Jillan Hong is a Financial Advisor at Merrill Lynch Wealth Management. She helps clients develop strategies to pursue their short-, mid-, and long-term financial goals. Jillan provides resources ranging from general investing and retirement planning to saving for unexpected expenses, and offers access to Bank of America specialists in banking, credit, home financing, and small business solutions. She holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jillan earned her Bachelor's Degree from the University of San Francisco. Jillan's approach involves understanding what matters to each client and their family in order to create tailored strategies to meet their financial objectives. She provides ongoing advice and guidance as clients' needs evolve.

Walter Evans is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Outside of his advisory role, he serves as Chairman of the Finance Committee for the Mounted Patrol of San Mateo County and is a member of the Finance Committee at St. Raymond Catholic Church in Menlo Park, assisting with budgeting and fundraising efforts. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and comprehensive services, including coordinated strategies from its Financial Advisors and Estate Planning Strategies Group.

Veronica Vu is a financial advisor with J.P. Morgan Securities in Santa Clara, CA, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior work includes roles at B & B Machining and Smittenkiss Weddings & Events. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.